Director, Financial Planning (Seattle Area, WA)

Edelman Financial Engines, LLC; Seattle (WA); Presencial; USD 120 000 - 180 000; Tempo integral

Resumo da oferta

Edelman Financial Engines, LLC in Seattle, WA is seeking a Senior Financial Advisor to provide objective, fee-based financial guidance and asset management to clients. This fiduciary role emphasizes acting in clients' best interests and aligning investment strategies with their goals, timelines and risk tolerance.

You will build long-term relationships through personalized planning, transparent communication and collaboration within a supportive team.

Responsabilidades

• Provide objective, fee-based advice and asset management.

Descrição da oferta de emprego

Seattle, WA

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions